US Sep ISM new-orders index 55.3, prior 53.7.

In a Time magazine interview Trump said he may escalate military strikes on Iran after November’s U.S. midterm elections. He said the administration is struggling to find an exit to an eight-month U.S.-Iran conflict and accused Iran of delaying talks until after the midterms as Republicans fight to retain congressional control. Trump said he rejected an Iranian offer to reopen the Strait of Hormuz in exchange for U.S. concessions such as lifting port blockades or easing oil sanctions. When asked if he would resume bombing after the midterms he replied “possibly” and added “I can’t tell you…you’re asking where you would bomb.” He downplayed U.S. ammunition concerns, saying the U.S. has “a lot of weapons,” including lower-grade munitions.

Intel (INTC.O) has added NVIDIA's (NVDA.O) OpenShell strategy layer to its AI agent toolkit.